Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.79%
Stock 98.98%
Bond 0.46%
Convertible 0.00%
Preferred 0.26%
Other -0.49%
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Market Capitalization

As of January 31, 2026
Large 70.39%
Mid 16.60%
Small 13.01%
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Region Exposure

% Developed Markets: 45.68%    % Emerging Markets: 54.89%    % Unidentified Markets: -0.58%

Americas 9.10%
0.88%
Canada 0.00%
United States 0.88%
8.21%
Brazil 4.50%
Chile 0.79%
Colombia 0.22%
Mexico 2.03%
Peru 0.37%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.91%
United Kingdom 0.09%
1.96%
Belgium 0.05%
Greece 0.85%
Ireland 0.74%
Netherlands 0.14%
Spain 0.00%
Switzerland 0.04%
2.88%
Czech Republic 0.19%
Poland 1.35%
Russia 0.14%
Turkey 0.87%
7.97%
Egypt 0.12%
Qatar 0.49%
Saudi Arabia 2.03%
South Africa 3.65%
United Arab Emirates 1.09%
Greater Asia 78.57%
Japan 0.00%
0.22%
Australia 0.22%
40.05%
Hong Kong 4.04%
Singapore 0.33%
South Korea 14.99%
Taiwan 20.69%
38.30%
China 18.74%
India 14.68%
Indonesia 1.43%
Malaysia 1.56%
Philippines 0.52%
Thailand 1.37%
Unidentified Region -0.58%

Stock Sector Exposure

Cyclical
44.72%
Materials
9.71%
Consumer Discretionary
11.17%
Financials
21.94%
Real Estate
1.89%
Sensitive
44.83%
Communication Services
7.25%
Energy
4.29%
Industrials
9.32%
Information Technology
23.97%
Defensive
9.40%
Consumer Staples
3.59%
Health Care
3.15%
Utilities
2.66%
Not Classified
1.06%
Non Classified Equity
0.20%
Not Classified - Non Equity
0.87%
As of January 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available